Existing Client Log-in - Financial Planning Specialists

Cooper & Associates Wealth Management
Weir Bank
Bray
Maidenhead
Berkshire
SL6 2ED
Tel: 01628 762694
Fax: 0872 111 5668
Email
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Wealth Management

Existing Client Log-in

This facility allows you to view your:

portfolio of assets,investments & pensions, including real time valuations

underlying fund details and factsheets

personal details & amend them if necessary

Click here to be forwarded to the log-in screen for portfolios administered by Transact.

Click here to be forwarded to the log-in screen for portfolios administered by Parmenion.

If you have forgotten your Access ID, Username or Password please contact Cooper & Associates Wealth Management.

Cooper & Associates Wealth Management is Authorised and Regulated by the Financial Services Authority.

We are entered in the FSA's register under reference 503687. www.fsa.gov.uk/register

The Financial Services Authority does not regulate some forms of tax planning, taxation and trust advice.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.